ADAPT WEALTH ADVISORS, LLC EPI Holdings History
ADAPT WEALTH ADVISORS, LLC's WisdomTree India Earnings Fund Holding Summary
As of 2025-03-31, ADAPT WEALTH ADVISORS, LLC held 170,074.00 shares of WisdomTree India Earnings Fund(EPI), totaling $7.43 Mil. This investment constitutes 3.63% of their stock portfolio, and ADAPT WEALTH ADVISORS, LLC now holds 0.25% of the outstanding WisdomTree India Earnings Fund(EPI) stock.
The initial trade took place in 2024Q1. And since then ADAPT WEALTH ADVISORS, LLC has made 3 purchases of EPI, at an average price of $43.70, for a total of 176,746.00 shares. In addition, there have been 1 sales at an average price of $47.38 for 6,672.00 shares. Based on historical transaction data and EPI's current price of $46.52, ADAPT WEALTH ADVISORS, LLC's estimated gain on his EPI holdings is $503,699.07, reflecting a 6.52% gain to date.
ADAPT WEALTH ADVISORS, LLC EPI ($46.52) Holding Chart
ADAPT WEALTH ADVISORS, LLC EPI ($46.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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